Back to SCHW-PJ
FLAGSHIP WEALTH ADVISORS, LLC → SCHW-PJ
FLAGSHIP WEALTH ADVISORS, LLC SCHW-PJ Position History
The Charles Schwab Corporation
Quarters held
17
Latest value
$4M
Q3 2026
Peak value
$12.7M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $9.3M |
| Q4 2025 | $922K |
| Q4 2025 | $4M |
| Q1 2026 | $3.4M |
| Q1 2026 | $9M |
| Q2 2026 | $11.8M |
| Q2 2026 | $109K |
| Q2 2026 | $952 |
| Q2 2026 | $1.1M |
| Q2 2026 | $509K |
| Q2 2026 | $3.9M |
| Q3 2026 | $12.7M |
| Q3 2026 | $105K |
| Q3 2026 | $1K |
| Q3 2026 | $1.1M |
| Q3 2026 | $719K |
| Q3 2026 | $4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4M | 122.9K | — | — |
| Q3 2026 | $719K | 22.9K | — | — |
| Q3 2026 | $1.1M | 20.4K | — | — |
| Q3 2026 | $1K | 24 | — | — |
| Q3 2026 | $105K | 3.1K | — | — |
| Q3 2026 | $12.7M | 352.7K | — | — |
| Q2 2026 | $3.9M | 123.9K | — | — |
| Q2 2026 | $509K | 16.4K | — | — |
| Q2 2026 | $1.1M | 20.4K | — | — |
| Q2 2026 | $952 | 24 | — | — |
| Q2 2026 | $109K | 3.1K | — | — |
| Q2 2026 | $11.8M | 349.5K | — | — |
| Q1 2026 | $9M | 341.0K | — | — |
| Q1 2026 | $3.4M | 116.2K | — | — |
| Q4 2025 | $4M | 144.8K | — | — |
| Q4 2025 | $922K | 20.4K | — | — |
| Q4 2025 | $9.3M | 284.1K | — | — |
Other funds holding SCHW-PJ
$13.4B
$13.1B
$12.9B
$7.9B
$7.7B
$7.6B
$7.3B